Allen Holding Inc holds a concentrated book of 10 stocks worth $1.0B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Aurora Innovation Inc and trimmed Berkshire Hathaway Inc-CL A. Their largest long position is Coca-Cola Co at 48% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Allen Holding Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 10 | $156.5B |
| VANGUARD CAPITAL MANAGEMENT LLC | 10 / 10 | $120.3B |
| STATE STREET CORP | 10 / 10 | $92.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10 / 10 | $48.1B |
| FMR LLC | 10 / 10 | $43.3B |
| MORGAN STANLEY | 10 / 10 | $42.2B |
| BANK OF AMERICA CORP /DE/ | 10 / 10 | $28.1B |
| NORTHERN TRUST CORP | 10 / 10 | $20.5B |
Ranked by how many of Allen Holding Inc's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coca Cola Co COM | $487.6M | 6.00M | 48.1% | —Held | |
| 2 | Berkshire Hathaway Inc Del CL A | $220.2M | 294 | 21.7% | ▼−0.7% Reduced · −2 sh | |
| 3 | Palantir Technologies Inc CL A | $175.0M | 1.50M | 17.3% | —Held | |
| 4 | Pfizer Inc COM | $48.2M | 2.00M | 4.8% | —Held | |
| 5 | People Inc COM NEW | $27.7M | 601.1K | 2.7% | —Held | |
| 6 | Affirm Hldgs Inc COM CL A | $18.8M | 230.0K | 1.9% | —Held | |
| 7 | Bank Of Amer Corp COM | $17.1M | 300.0K | 1.7% | —Held | |
| 8 | JPMorgan Chase & Co COM | $9.8M | 30.0K | 1.0% | —Held | |
| 9 | Immunitybio Inc COM | $6.0M | 687.6K | 0.6% | —Held | |
| 10 | Aurora Innovation Inc CLASS A COM | $3.4M | 500.0K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/919489/holdings"
Use Arkolith to show ALLEN HOLDING INC /NY's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.